ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,985,398 | -4.8% | 540,564 | -1.9% | 4.60% | -0.6% |
| Q2 2023 | $38,835,688 | +7.9% | 551,017 | -2.2% | 4.63% | +7.3% |
| Q1 2023 | $36,003,596 | +8.3% | 563,525 | -0.9% | 4.31% | -9.2% |
| Q4 2022 | $33,258,525 | +0.3% | 568,522 | -0.8% | 4.75% | -4.3% |
| Q3 2022 | $33,157,000 | -5.9% | 573,162 | -1.8% | 4.96% | 0.0% |
| Q2 2022 | $35,234,000 | -21.9% | 583,820 | -1.2% | 4.96% | -10.2% |
| Q1 2022 | $45,112,000 | -10.1% | 590,621 | -1.6% | 5.52% | -2.6% |
| Q4 2021 | $50,207,000 | +11.6% | 600,060 | -1.4% | 5.67% | +3.4% |
| Q3 2021 | $44,984,000 | +1.2% | 608,628 | -0.4% | 5.49% | +2.1% |
| Q2 2021 | $44,454,000 | +12.2% | 611,213 | +0.5% | 5.37% | +4.8% |
| Q1 2021 | $39,612,000 | +0.2% | 608,381 | -1.8% | 5.12% | -2.8% |
| Q4 2020 | $39,537,000 | -1.4% | 619,506 | +256.9% | 5.27% | -9.9% |
| Q3 2020 | $40,115,000 | +7.7% | 173,600 | -3.3% | 5.85% | -0.8% |
| Q2 2020 | $37,236,000 | +35.2% | 179,458 | +7.5% | 5.90% | +12.7% |
| Q1 2020 | $27,550,000 | -15.4% | 166,922 | -0.8% | 5.23% | +4.8% |
| Q4 2019 | $32,576,000 | -15.1% | 168,228 | -21.0% | 4.99% | -10.3% |
| Q3 2019 | $38,354,000 | -2.6% | 213,044 | -3.1% | 5.57% | -6.2% |
| Q2 2019 | $39,391,000 | +1.1% | 219,767 | -2.8% | 5.94% | +0.1% |
| Q1 2019 | $38,960,000 | +11.8% | 226,037 | -2.2% | 5.93% | +1.8% |
| Q4 2018 | $34,838,000 | -14.5% | 231,219 | +0.5% | 5.83% | -2.0% |
| Q3 2018 | $40,743,000 | +9.3% | 229,964 | +0.3% | 5.95% | +1.9% |
| Q2 2018 | $37,280,000 | +6.8% | 229,262 | +1.9% | 5.84% | -2.0% |
| Q1 2018 | $34,892,000 | +1.3% | 225,005 | -0.2% | 5.96% | +9.9% |
| Q4 2017 | $34,441,000 | +5.4% | 225,441 | -1.1% | 5.42% | -11.1% |
| Q3 2017 | $32,691,000 | +2.5% | 227,941 | -2.2% | 6.10% | +1.5% |
| Q2 2017 | $31,884,000 | +3.5% | 232,987 | -0.6% | 6.01% | +1.6% |
| Q1 2017 | $30,816,000 | +7.7% | 234,308 | -0.3% | 5.92% | +2.4% |
| Q4 2016 | $28,625,000 | +0.1% | 235,039 | +0.0% | 5.78% | -6.9% |
| Q3 2016 | $28,594,000 | +4.0% | 235,035 | -0.3% | 6.21% | +4.1% |
| Q2 2016 | $27,485,000 | -1.8% | 235,762 | -2.3% | 5.96% | -6.7% |
| Q1 2016 | $27,977,000 | +0.8% | 241,414 | +0.7% | 6.39% | -2.0% |
| Q4 2015 | $27,758,000 | +9.3% | 239,705 | +1.7% | 6.52% | +3.5% |
| Q3 2015 | $25,397,000 | -5.6% | 235,593 | -0.3% | 6.30% | -14.3% |
| Q2 2015 | $26,906,000 | -2.4% | 236,309 | -2.3% | 7.35% | -1.8% |
| Q1 2015 | $27,572,000 | +4.7% | 241,967 | +2.6% | 7.49% | +2.9% |
| Q4 2014 | $26,322,000 | +6.5% | 235,863 | +2.0% | 7.28% | +6.8% |
| Q3 2014 | $24,710,000 | +3.1% | 231,321 | +1.5% | 6.82% | +5.1% |
| Q2 2014 | $23,966,000 | +5.9% | 227,835 | +0.5% | 6.49% | -2.1% |
| Q1 2014 | $22,624,000 | +2.1% | 226,601 | +1.0% | 6.63% | +1.9% |
| Q4 2013 | $22,160,000 | +10.5% | 224,401 | -0.0% | 6.51% | -1.2% |
| Q3 2013 | $20,060,000 | +4.0% | 224,482 | -2.2% | 6.58% | -0.5% |
| Q2 2013 | $19,286,000 | – | 229,570 | – | 6.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |